Interest rates are near historic lows

Inflation concerns are on the rise

Tax laws are likely changing

Step-ups capture gains.

If your worried about outliving your income, passing on an inheritance to your loved ones, or simply maintaining the real value of your wealth, you might consider adding alternative investments, annuities, and insurance to your portfolio.

Some benefits include:

  • Avoiding probate
  • Tax deferred growth
  • Guaranteed income
  • Guaranteed death benefit (a legacy you can pass on)
  • Ratcheting up market performance


Tax Disclosure
This information should not be used as a basis for legal and/or tax advice. In any specific case, the parties involved should seek the guidance and advice of their own legal and tax counsel.